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Insurance Risk Management Specialist

2 months ago

Charlotte, North Carolina, United States Guided Insurance Solutions Full time
Job Title: Insurance Risk Management Specialist

We are Guided Insurance Solutions, a Baldwin Group Company. Our team is dedicated to providing exceptional insurance solutions to our clients. We're passionate about helping customers make informed decisions about their insurance coverage.

The Insurance Risk Management Specialist will work closely with our advisors and line-of-business specialists to analyze client data, evaluate needs, and develop effective risk management solutions. This role requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.

Key Responsibilities:
  • Prepare documents for presenting risks to market
  • Prepare applications, summaries of insurance, insurance certificates, auto identification cards, and other coverage-related documents
  • Assist client service teams in preparing presentation materials
  • Analyze and summarize complex data and compile reports under supervision
  • Record data into the appropriate insurance company and firm software programs
  • Run monthly cancellation and expiration reports
  • Process and complete endorsements and audits
  • Complete special projects as assigned
Requirements:
  • One to two years' experience in the insurance industry
  • Current Property and Casualty License, as required by the State Department of Insurance, to effectively service clients
  • Basic understanding of insurance coverages, preferred
  • Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems
Working Conditions:
  • Fast-paced, multi-tasking environment